Insurance Servicing Clerk

Job Description

Job Description

You are a perfect match for our Credit Union!

The Insurance Servicing Clerk position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to provide exceptional service while promoting our wide array of financial products and services. Employees who are successful in making referrals are eligible for monthly incentives.

Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated and empowered employees who strive to provide superior service and conduct accurate transactions, while complying with policies, procedures and regulatory banking requirements.

REQUIREMENTS:

A high school diploma or equivalent is required. Experience selling or servicing property and casualty insurance products is preferred but not required. 

We are looking for motivated candidates that have excellent customer service skills, professional image, self-motivation and strong attention to details. They must have excellent interpersonal and relationship building skills.

ESSENTIAL FUNCTIONS:

• Obtain and maintain knowledge of products. 
• Communicate in a professional and friendly manner with clients, potential clients, co-workers, and represented insurance company employees.
• Strong computer skills with the ability to learn and work with multiple systems.
• Assist clients with billing issues and processing of premium payments.
• Maintain a quick response time to incoming phone calls and other lines of communication.
• Assist clients with changes and concerns. 
• Process documents, mail, and files through fax and email. 
• Strong organizational skills with the ability to multi-task. 
• Professionally represent the credit union and insurance agency in the office as well as at off-site events.
• Represents the Credit Union with honesty, integrity and trust at all times.
• Adheres to established internal policies and procedures for compliance.
• Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
• Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
• Perform other duties and responsibilities as assigned.  

BASE EXPECTATIONS:

• Be willing to perform any duty (beyond Essential Functions above) as assigned.
• Complies with insurance laws, policies, and procedures.
• Must be detail oriented with attention to accuracy and timeliness.
• Demonstrates a working knowledge of applicable Microsoft Windows applications and possesses the ability to learn new applications independently.
• Maintains punctuality while adhering to the assigned work schedule.
• Ability to solve problems and make decisions within responsibility level.
• Provides exemplary internal customer service and fosters teamwork.
• Excellent written and verbal communication skills.
• Ability to work independently and creatively in a high-paced, changing environment while maintaining accuracy.
• Attends all required meetings unless prior approval is granted.
• Complies with telephone etiquette and service standards.

WORKING CONDITIONS:

• Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
• Potential exposure to the threat of violence at any time.
• Occasional business travel may be required.
• Sitting or standing for extended periods of time may be required.
• Repetitive motions and extensive keyboarding may be required.

Company's website: 

** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.

FCCUL